Texas Licensed Virtual Financial Advisor

Job Summary

To support a growing practice, the full-time Texas Licensed Virtual Financial Advisor will provide meaningful financial guidance to clients, leveraging consultative skills to build trust and deliver tailored recommendations in a remote environment.

Key responsibilities

• Engage with existing clients and schedule meaningful virtual appointments to provide personalized financial advice
• Utilize financial planning tools and resources to assist clients in creating and maintaining their financial plans
• Collaborate with colleagues and participate in team-building activities to foster a supportive work environment

Required qualifications

• Bachelor's degree or equivalent experience
• FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days
• State insurance licensed in life, health, and variable lines of authority or to be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)